Account Type*** ********Account Owner**** ********Account Opps/Deals******* ***Closed Won • Feb 25**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Morgan StanleySenior Vice President / Financial AdvisorMar 21 - PresentStifel Financial CorpSenior Vice President/Investments - StifelNov 11- Mar 21Stone YoungbergVice PresidentApr 04- Oct 11
Juliette FranklinVP FinanceView Profile, Juliette FranklinRonald KleefmanCFO Vice PresidentView Profile, Ronald KleefmanJack TraxlerVice President Investment AdvisorView Profile, Jack Traxler